High-assay low-enriched uranium intelligence — updated daily.
The U.S. lacks domestic commercial HALEU supply as advanced reactor demand grows. Geopolitical risks and a ban on Russian uranium are forcing government intervention to build a local supply chain.
NANO Nuclear has purchased a $13.5 million NRC-licensed facility permit in New Mexico to process HALEU. The company faces significant regulatory and capital hurdles to complete the project.
Quantum Leap Energy has finalized a massive 10-year, $3 billion HALEU supply deal with TerraPower. The agreement accelerates QLE's facility expansion across the US, South Africa, and the UK.
Next-generation nuclear companies like Oklo and NuScale are experiencing extended deployment timelines, pushing SMR rollouts to the late 2020s or early 2030s. These delays impact the near-term demand trajectory for HALEU, despite massive supply agreements and advanced reactor designs.
The US ban on Russian enriched uranium imports and new DOE military fuel contracts with Centrus Energy underscore the urgent need for domestic HALEU supply chains. These policy shifts aim to secure national energy security and defense applications against geopolitical concentration.
Centrus Energy reported $176.1M in Q2 2026 revenue and secured significant cash reserves, but faces headwinds from DOE budget cuts for HALEU operations and a decline in core SWU volumes. The company continues to expand its enrichment capacity while navigating market speculations.
Quantum Leap Energy (QLE), a subsidiary of ASP Isotopes, has signed a 10-year, $3 billion HALEU supply agreement with TerraPower. The deal highlights the critical role of advanced fuel fabrication and alternative enrichment technologies like ASP in meeting next-generation reactor demands.
General Matter has submitted its first NRC license application for a $1.5bn commercial uranium enrichment plant in Paducah, Kentucky, with plans to add HALEU production. The facility will leverage existing feedstock to accelerate construction and streamline the licensing process.
Recent multi-year HALEU contracts and offtake agreements involving Centrus, Antares, Framatome, and Cameco highlight the accelerating commercialization and financial maturation of the advanced nuclear fuel market.
The U.S. Department of Energy is backing domestic HALEU production with massive federal contracts, while the NRC oversees the regulatory frameworks necessary to license new enrichment and processing facilities.
X-energy's subsidiary Triso-X has completed the construction of its TX-1 advanced nuclear fuel facility and secured the first NRC HALEU fuel fabrication license, supporting the deployment of Xe-100 SMRs.
NANO Nuclear Energy and its subsidiary HALEU Energy Fuel Inc. have signed a definitive agreement to acquire strategic U.S. nuclear fuel processing assets from Radnostix, Inc., advancing its vertical integration strategy.